Creative Financial Designs is stepping beyond its in‑house advisory roots and into a broader national spotlight. The Indiana‑based investment firm announced the public release of its Traditional and Faith‑Based Investment Strategies through its Turnkey Asset Management Program (TAMP), Creative Portfolio Management (CPM), making the strategies available to advisers nationwide through approved RIA firms beginning in 2026.

The move marks a notable expansion for a firm that has spent more than 40 years quietly serving families, ministries, churches, and businesses with a values‑driven approach to financial management. By opening its CPM strategies to outside advisers, Creative is positioning itself at the intersection of two accelerating trends: demand for outsourced portfolio management and growing interest in faith‑based and values‑aligned investing.

A TAMP Expansion With a Values Focus

Unlike many TAMP launches that emphasize scale or cost efficiency above all else, Creative’s offering is framed around purpose as much as performance. The newly released strategies fall into two categories: traditional, broadly diversified portfolios designed for a wide range of client needs, and faith‑based portfolios built around Christian principles such as stewardship, integrity, and ethical responsibility.

According to the firm, both approaches rely on a consistent, long‑standing investment process rather than thematic tilts or reactive screening. The difference lies in alignment. Faith‑based strategies are intended for clients who want their capital deployed in ways that reflect their beliefs, while traditional strategies prioritize disciplined asset allocation without a religious overlay.

That dual‑track model gives advisers flexibility. In practice, it allows a single advisory firm to serve clients with very different worldviews using one centralized portfolio management platform.

Why Advisers Are Paying Attention

For RIAs, outsourced portfolio management has become less of a convenience and more of a necessity. Regulatory complexity, client expectations, and margin pressure are pushing advisers to offload investment operations so they can focus on planning, relationships, and growth.

What differentiates Creative Portfolio Management in a crowded TAMP market is its emphasis on transparency and stewardship rather than product breadth alone. The firm positions its strategies as “long sought after,” reflecting years of internal use before opening access to external advisers.

President Brent Owens framed investment management as a responsibility rather than a commodity, emphasizing that both strategy sets are designed to bring clarity and conviction to advisers and clients alike. That language resonates with a segment of the market that feels underserved by ESG frameworks that can feel opaque, politically charged, or inconsistently applied.

Faith‑Based Investing Moves Mainstream

Faith‑based investing has historically been a niche corner of asset management, often limited to church endowments or specialized advisers. That’s changing. As values‑based investing broadens beyond environmental and social screens, more clients are explicitly asking advisers how their portfolios align with personal beliefs.

Creative’s national rollout reflects that shift. Rather than marketing faith‑based portfolios as an alternative product, CPM integrates them into a standard TAMP structure—model portfolios, centralized management, and adviser access through approved RIAs.

This approach lowers friction for advisers who may want to offer faith‑aligned options without building custom portfolios or navigating complex screening methodologies themselves.

A Long‑Term Play, Not a Quick Pivot

The 2026 availability date underscores that this is not a rushed expansion. Creative Financial Designs has spent decades refining its investment philosophy internally, and the firm appears intent on scaling deliberately.

Headquartered in Kokomo, Indiana, Creative has built its reputation serving both individual and institutional clients with an emphasis on accountability and service. Opening CPM to advisers outside the firm reinforces its broader mission: offering investment solutions that are transparent, ethical, and purpose‑driven.

For advisers, the appeal may be less about chasing the next trend and more about offering portfolios that clients can understand—and believe in.

The Bigger Picture

As RIAs continue to consolidate technology stacks and outsource non‑core functions, TAMPs that bring a clear philosophy—not just operational efficiency—are likely to stand out. Creative Portfolio Management’s expansion suggests that values‑based investing, particularly faith‑based strategies, is moving from the margins toward the mainstream of advisory practice.

Whether clients are seeking disciplined traditional portfolios or investments aligned with deeply held beliefs, Creative is betting that clarity and conviction can be just as compelling as performance metrics.

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